Account Executive - 401K jobs in United States
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Alliant Insurance Services · 3 days ago

Account Executive - 401K

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
money$100K/yr - $120K/yr
date5+ years exp

Alliant Insurance Services is one of the 10 largest insurance brokerage firms in the U.S., providing a range of financial products and services. The Account Executive - 401K role involves supporting 401(k) Producers with sales support, managing employer-sponsored retirement plans, and ensuring excellent client service.

ConsultingFinancial ServicesInsurance

Responsibilities

Maintains ongoing client contact to assist with day-to-day service issues and vendor management
Works with vendors and Third Party Administrators to automate process of data collection and analysis
Schedules and attends client meetings for prospects and existing clients
Maintains client and due diligence files
Records notes at meetings and prepares minutes for various investment committees
Prepares investment reviews using Morningstar, RPAG & FiRM software
Prepares investment committee meeting materials and booklets
Assists in completing plan applications, plan document review, and plan implementation
Assists auditors with Form 5500 preparations and data collection
Assists vendors with year-end testing data collection
Assists with or conducts participant enrollment meetings
Supports the 401(k) department with general industry knowledge
Researches and supports new initiatives to increase our efficiency, productivity, compliance and profitability
Assists in resolving plan issues that result from plan failures or poor participation
Completes Request for Proposals
Generally manages complex plans with over $10 million in assets and over 100 participants
Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
Other duties as assigned

Qualification

Retirement plansValid Series 65 licenseMid to large clientsERISA guidelinesAnalytical skillsProficient in Microsoft OfficeCommunication skillsInterpersonal skillsAttention to detailTime management skills

Required

Bachelor's degree or equivalent combination of education and experience
Five (5) or more years related work experience
Understanding of retirement plan types and operations, as well as knowledge of ERISA guidelines and regulations required
Experience with mid to large (250+) clients
Valid Series 65 license

Preferred

Securities license (SIE, Series 6 or 7 and 63)

Benefits

Comprehensive, high quality employee programs
Very competitive financial package

Company

Alliant Insurance Services

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Alliant Insurance Services is a distributor of diversified insurance products and services.
dateFounded in 1925
location
Newport Beach, California, USA
people-size10001+ employees
web-link
https://alliant.com

Funding

Current Stage
Late Stage
Total Funding
$690M
Key Investors
PSP Investments
2019-10-17Debt Financing· $690M
2019-01-22Series Unknown
2007-06-03Acquired

Leadership Team

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Stephanie Beach
Senior Vice President, Employee Benefits
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Todd Schwartz
Senior Vice President
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Recent News

Business Wire
Alliant Insurance Services Releases Insurance Marketplace Insights and Observations Report for Risk Managers Planning 2026 Strategies
2026-01-22
Beinsure - Insurance, Reinsurance, InsurTech Insights
Alliant Insurance joins growing wave of lawsuits accusing Howden US of broker poaching
2026-01-14
Morningstar.com
Alliant Insurance Services Hires Adam Johnson as Executive Vice President in M&A Specialty
2025-12-24
Company data provided by crunchbase